I am a finance and investment specialist with over 15 years’ experience in the pensions arena. I am the lead partner for a range of clients on both general pensions and investment and am frequently involved in project work.

I was drawn to risk transfer work because of the opportunity to take part in transactions with a range of managers, consultants and insurers. As buy-in, buy-out and other risk transfer options have become an increased priority for clients, I have developed a particular focus on these areas and have worked on some of the biggest projects in the market in recent years.

I am also a member of the firm’s Public Sector team, maintaining a strong Local Government Pension Scheme practice, and currently advise a number of administering authorities on their investment matters.

Recent experience

  • assisting on the transfer of a multi-billion pound pension scheme’s assets to the government and the ongoing advice on the subsequent investment re-organisation
  • demerger of a common investment vehicle for pension scheme involving the establishment of a single investment structure for ongoing activities
  • a number of large longevity swap transactions involving multi-million pound bespoke derivatives transactions and multiple secured collateral arrangements
  • advising employer on custody and related security structure for trustee “escrow” style contingent asset
  • a range of contingent asset arrangements including “type A” PPF guarantees, including the re-certification of such guarantees for PPF purposes
  • establishment and appointment of an overseas manager in a new “fund of one” structure
  • negotiation of fund documentation including alternative structures
  • investment management, stock lending and custody agreements
  • fiduciary management and delegated consulting products, having advised on around 20 such appointments over the last five years
  • ISDA and GMRA documentation
  • environmental, social and governance issues in investing.

Qualified: 2004, England and Wales

Joined Sackers: 2006

Made partner: 2017